Pacific Wealth Management
Pacific Wealth Management is an SEC-registered wealth manager in San Diego, CA with $371.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Pacific Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113217, SEC 801-77277, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $371.9M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 209
- CRD
- 113217
- Ownership
- KUNTZ, JAMES, CHANDLER; HILL, MARK, CHRISTOPHER; JORGENSEN, ROBERT, BRUCE; BROWN, ROMY, MICHELE; JM KUNTZ 2022 TRUST
How much AUM does Pacific Wealth Management have?
Pacific Wealth Management reported $371.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Pacific Wealth Management?
Disclosed owners and executives of Pacific Wealth Management include KUNTZ, JAMES, CHANDLER, HILL, MARK, CHRISTOPHER, JORGENSEN, ROBERT, BRUCE, BROWN, ROMY, MICHELE, JM KUNTZ 2022 TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.